Meet Lisa Flannigan

Our Qtrade Asset Management Mutual Funds Representative for the Burlington area is Lisa Flannigan.  Lisa has recently joined our award-winning team of highly qualified investment professionals as an Investment Advisor and brings over 30 years of financial services experience including two decades in wealth management to the role.


Lisa has credentials from the Canadian Securities Institute and has held various qualifications in the industry.  She is committed to a high level of client contact and interaction in order to provide consistent client service and helping clients reach their financial goals.  Lisa will be happy to meet with you to discuss preserving and growing your investments. 


For a better outlook on your financial future, book a complimentary consultation with Lisa at our Burlington Appleby or Fairview locations -- call 905.528.3586 or toll free 1.844.600.3586. 

Mutual funds and securities related financial planning services are offered through Qtrade Asset Management Inc., Member MFDA.

 

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